Ecclesiastical Planning Services

“I now have seen “face to face”, the true personal benefits of these plans. … We can do our clients no greater service than to ensure at that moment of grief that somebody will look after these arrangements and their family unit is protected.”

Product information

Ecclesiastical Planning Services Limited is part of the Ecclesiastical Group. Ecclesiastical has been protecting people, property and funds since it was founded in 1887 and its group of companies also includes Edentree Investment Management.

With an Ecclesiastical Planning Services plan your clients can:

- Reduce the emotional and financial worry for their loved ones

- Fix their funeral director’s costs

- Make their funeral wishes known

- Choose from four set plans with flexible payment options

- Arrange expert help and advice from their local independent funeral director

Advisers specialising in later life financial planning often include funeral planning as part of their recommendations to clients and it is becoming increasingly important for advisers to understand the different products and financial models that are available.

A key difference with Ecclesiastical Planning Services is that pre-payment monies are held securely in an insurance-backed fund and the full pre-payment amount cannot be used for anything other than your client’s funeral.

There’s no medical questionnaire to complete and acceptance is guaranteed. What’s more Perfect Choice plans are simple to understand and the paperwork is easy to complete with no need for extensive funeral knowledge.

Registered Address: First Floor Southgate House, Southgate Street, Gloucester GL1 1UDLater Life Academy is a trading style of Answers in Retirement Limited which is a company registered in England and Wales. Company number 9991416

Please note that if you unsubscribe to our email contact you will not receive important information on your current graduate status, provider updates, notification of events, and training opportunities.